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Knight Transportation

319 hedge funds and large institutions have $6.25B invested in Knight Transportation in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 94 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $8.34M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

15% more funds holding

Funds holding: 278319 (+41)

7% more capital invested

Capital invested by funds: $5.85B → $6.25B (+$392M)

0.92% more ownership

Funds ownership: 79.41%80.33% (+0.92%)

15% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 111

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
7.24%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
79
Increased
94
Reduced
111
Closed
36
Calls
$23.2M
Puts
$8.34M
Net Calls
+$14.8M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$783M -$123M -2,989,010 -14%
BlackRock
2
BlackRock
New York
$627M +$33.2M +808,692 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M +$6.29M +152,953 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$360M -$7.84M -190,647 -2%
SAM
5
Scopus Asset Management
New York
$230M +$216M +5,253,480 New
Aberdeen Group
6
Aberdeen Group
United Kingdom
$225M +$212M +5,155,363 New
State Street
7
State Street
Massachusetts
$224M +$16.1M +392,607 +8%
WA
8
Wasatch Advisors
Utah
$201M -$40.1M -974,975 -18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$173M -$2.96M -72,056 -2%
Invesco
10
Invesco
Georgia
$109M -$15.7M -381,113 -13%
Goldman Sachs
11
Goldman Sachs
New York
$107M -$41.4M -1,007,306 -29%
Northern Trust
12
Northern Trust
Illinois
$95.8M -$4.24M -103,129 -4%
TA
13
Teachers Advisors
New York
$86.7M -$8.8M -214,194 -10%
WRF
14
Waddell & Reed Financial
Kansas
$86.4M -$565K -13,750 -0.7%
Victory Capital Management
15
Victory Capital Management
Texas
$78.7M +$59.3M +1,443,312 +404%
HA
16
Homestead Advisers
Virginia
$77.9M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$74.8M -$58M -1,410,160 -45%
JP Morgan Chase
18
JP Morgan Chase
New York
$61.7M -$30.1M -731,482 -34%
IAM
19
Impala Asset Management
Florida
$60.9M -$19.4M -471,892 -25%
ABC
20
Anchor Bolt Capital
Illinois
$59.7M -$4.2M -102,220 -7%
AWM
21
Ashmore Wealth Management
Delaware
$58.9M -$3.81M -92,633 -6%
Norges Bank
22
Norges Bank
Norway
$57.4M -$20.2M -491,699 -27%
Brown Advisory
23
Brown Advisory
Maryland
$53.5M +$841K +20,470 +2%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$52.6M +$14.9M +361,857 +43%
HRCM
25
Hood River Capital Management
Florida
$52.3M +$3.81M +92,759 +8%

KNX Hedge Fund Activity: Q4 2017 in Review

319 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Knight Transportation (KNX) for Q4 2017, worth a combined $6.25B — up 6.7% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new KNX positions and 36 closed out — a net gain of 43 holders — while 94 added to existing stakes and 111 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $123M.

  • 319 institutional investors held Knight Transportation (KNX) as of Q4 2017, up from 278 in Q3 2017.
  • Funds reported $6.25B of Knight Transportation stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 79 funds opened new Knight Transportation positions in Q4 2017 and 36 closed out, a net change of +43 holders.
  • The largest Knight Transportation buyer in Q4 2017 was Scopus Asset Management, an estimated $216M added.
  • The largest Knight Transportation seller in Q4 2017 was Wellington Management Group, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2017.